Financial Services Industry<\/em> Case Stud<\/em>y<\/p>\n\n\n\n How does an organization make onboarding impactful?<\/strong><\/p>\n\n\n\n Making onboarding an impactful\u2014and engaging\u2014task is a challenge. It\u2019s vital that new employees are educated on important information that is key to their work, but they are often overwhelmed with the amount of information presented. If their job involves several complex accounting systems, the task becomes even more difficult. Our client, a global, leading producer of alternative investment software, worked with Clearpath to help solve this problem through the creation of digital onboarding training.<\/p>\n\n\n\n What was Clearpath\u2019s solution?<\/strong><\/p>\n\n\n\n After completing an analysis of existing onboarding resources, we developed a Clearpath Blueprint\u2122, resulting in micro-videos that cover everything from the company\u2019s history and mission to business-specific goals and innovations. The micro-videos leveraged AI to incorporate an avatar to act as the instructor and included embedded videos, text, and photos. The AI avatar provided a friendly, consistent presence to add cohesion to the training structure.<\/p>\n\n\n\n How will the program keep learners engaged?<\/strong><\/p>\n\n\n\n Content was broken out into six modules. Learners move at their own pace to ensure their understanding of the material and to avoid being overwhelmed with information. An extra module covers the company\u2019s products, with an explanatory video accompanying each. Learners pick and choose from products directly applicable to the work they are doing with the option to learn about additional products the company offers. All onboarding-related materials are in one easy-to-access location, but learners choose their own path. This idea has been very well received with learners commenting that they enjoyed the option to learn about different areas of the company.<\/p>\n\n\n\n What happens when something changes?<\/strong><\/p>\n\n\n\n By using video tools with AI integration, such as Synthesia and Camtasia, content updates are made easy. Traditional video production is expensive and requires a large investment of time. Using AI-generated videos cuts costs and increases the speed with which videos can be revised. Even AI-generated narration can be quickly modified without the use of traditional editing methods. We know that no training is static, so it\u2019s vital that our approach to training development takes continuous improvement into account.<\/p>\n\n\n\n How was the program adoption?<\/strong><\/p>\n\n\n\n Our client established a multifaceted communications plan to announce the launch of the new training. Messaging was shared directly to employees via email, during all-hands meetings, and through a specially-created Slack channel. For the initial program adoption, all employees were automatically enrolled in the course, regardless of their tenure with the company. One learner shared that even though they\u2019d been with the company for over four years they found the training very helpful.<\/p>\n\n\n\n What was the outcome?<\/strong><\/p>\n\n\n\n The onboarding program was launched in late 2024, but feedback has already been very positive. Learners complete a post-training survey and are invited to leave comments with their feedback on each lesson within the modules. Survey responses show learners believe the training was a valuable use of their time, that they are better prepared to do their jobs, and that they would recommend it to others. Feedback shows that learners appreciate the shorter length of the lessons and noted that the training was well organized, focused, and comprehensive. <\/p>\n\n\n\n What question does your business need to answer? <\/strong><\/p>\n\n\n\n Our client started with the question of how to create a more impactful onboarding program and worked with Clearpath to find the answer. What questions about onboarding have you been asking? Contact us to learn how we can help you ask the right questions and find the right answers. <\/p>\n\n\n\n <\/p>\n","protected":false},"excerpt":{"rendered":" Re-Thinking Onboarding, Global Investment Software Provider Financial Services Industry Case Study How does an organization make onboarding impactful? Making onboarding an impactful\u2014and engaging\u2014task is a challenge. It\u2019s vital that new employees are educated on important information that is key to their work, but they are often overwhelmed with the amount of information presented. If their […]<\/p>\n","protected":false},"author":2,"featured_media":19013,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[],"class_list":["post-18844","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-case-studies"],"_links":{"self":[{"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/posts\/18844","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/comments?post=18844"}],"version-history":[{"count":6,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/posts\/18844\/revisions"}],"predecessor-version":[{"id":18934,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/posts\/18844\/revisions\/18934"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/media\/19013"}],"wp:attachment":[{"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/media?parent=18844"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/categories?post=18844"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cms.clearpathlearninggroup.com\/index.php\/wp-json\/wp\/v2\/tags?post=18844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}